Episode 25: Commodities Under-owned? With Mish Schneider

Today on Talking Markets, Maggie Lake is joined by Mish Schneider, Chief Strategist at MarketGauge.com. Mish will be discussing why her equity exposure is currently light, why she's long bonds, and what the Economic Modern Family are signaling about the economy. Plus: key levels to watch in crypto, commodities, 'Cold War 2.0' in the race for critical materials, and the financial stress signals developing in private equity, banks, and elsewhere.Connect with us on Twitter: https://x.com/the_markethouseConnect with us on Substack: https://themarkethouse.substack.com/Subscribe to Mish's channel here: ‪‪@TheEconomicModernFamily‬